Searching for documents

Note:

This topic relates to the Cross-platform MS Office Add-in. For details on using the Office (Win) Add-in, see Office (Win) Add-in.

To use the Cross-platform MS Office Add-in Search facility:

  1. Display the Cognidox Task panel in your Office application.

  2. Display the Search tab.

  3. Type in a search term and press Return.

This will perform a search on Cognidox title and part numbers.

Each search result in the list has a menu button (three vertical dots) alongside it.

Pressing the menu button reveals a menu of items.

  • Open: Retrieves the latest version of the document from the Cognidox server and loads it into the Office Application.

    If the item is greyed out then the document is in a format that the Office Application does not support.

  • Show in Browse View: Locates the search match in the repository, expands the tree of categories in order to expose the matched document. It then displays the result in the Browse tab.

  • Open in Browser: Starts a new Web browsing window, showing details of the search match in the Cognidox application.

Concept Link IconSee Also